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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,838 | $209,847-88.6% | $189,520-87.4% | $167,518-85.8% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 17.77% | 748.45%-730.7pp | 555.25%-537.5pp | 478.71%-460.9pp |
| Employer contribution / active EE | $2,013 | $6,913-70.9% | $6,161-67.3% | $4,838-58.4% |
| Participant deferral / active EE | $6,229 | $8,934-30.3% | $8,220-24.2% | $6,342-1.8% |
| Admin fee / account holder | $393 | $14,295-97.2% | $12,046-96.7% | $12,312-96.8% |